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In partnership with Carrefour, Zaitt has opened a 24-hour convenience store in São Paulo, which is fully autonomous, requiring no cashiers or members of staff. This is in line with Carrefour Brazil’s strategy of partnering with startups and growing its digital capabilities in the country.

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Carrefour Brazil has announced it is expanding its partnership with Colombia-based Rappi to grow its online capabilities and reach further in the country.

Expansion aimed at helping Carrefour reach 2019 targets

Carrefour Brazil has said it wants online to account for 30% of its total sales by the end of 2019. The expansion of its agreement with Rappi will play a major role in its attempts to reach this target. The relationship between Carrefour Brazil and Rappi will see the two collaborate on the opening of 15 dark stores across nine of the country’s leading cities. The two companies said four dark stores will be opened in Sao Paulo alone.

Dark stores to be added to existing stores

Carrefour and Rappi said the dark stores would be built in existing hypermarkets and supermarkets, rather than as stand-alone sites in separate locations. The chief executive of Carrefour Brazil’s eBusiness division, Paula Cardoso, said that initially the dark stores would only be added to these two store formats, but could be extended to its Atacadão banner in future.

The agreement will see Carrefour looking after the collection of goods, while Rappi will look after the delivery of products to shoppers. Cardoso confirmed the first dark store would be opened in April.

Additional scale to underpin ecommerce growth

In its Q4 and FY 2018 results Carrefour Brazil said the ecommerce channel remained its fastest growing. The retailer said its Gross Merchandise Volume (GMV) grew five times quicker than the industry, to account for 9% of its total sales. While this pace of growth and its total sales is a combination of both food and non-food ranges, the retailer has said it is putting a strong focus on food in the coming year, with the aim of being the market leader in Brazil. The new fulfilment options and additional volume supported by its agreement with Rappi will support this growth.

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Carrefour’s Brazil business has reported strong quarterly and full year results for 2018, cementing its position as Brazil’s largest food retailer. The retailer said it continues to strengthen its multi-channel portfolio and quicken the pace of expanding its Atacadão banner.

“Grupo Carrefour Brazil maintained its leadership in Brazil's food retail market in 2018 with a very strong performance both in Q4 and in the full year. Sales growth accelerated consistently during the year, with all formats contributing, and adjusted net income reached its highest-ever level.”

Noël Prioux, CEO of Grupo Carrefour Brazil

Gross sales grew 7.6% year-on-year (YOY)…

Consolidated sales were BR$56.3bn (US$14.9bn) for FY 2018, a 7.6% increase year-on-year (YOY). Like-for-like (LFL) sales grew consistently each quarter and were up by 6.2% in Q4 (+3.9% FY).

…with first double-digit quarterly growth in two years

Total sales rose by 10.2% to BR$15.8bn (US$4.2bn) in Q4. This is Carrefour Brazil’s first double-digit sales growth in a single quarter since Q4 2016.

Atacadão key to driving improved sales performance

Carrefour Brazil’s strong sales performance can be largely attributed to the success of its Atacadão cash & carry banner. Annual sales for Atacadão were up 10.2% YOY to BR$37.6 billion (US$10bn) (+14.9% in Q4). This was driven by both improved LFL sales (+4.8%) and store expansion (+5.6%). Comparatively, annual sales growth for Carrefour Brazil’s hypermarkets and supermarkets were up just 2.6% YOY.

Carrefour Brazil grew sales space 6.3% in 2018…

During 2018 Carrefour opened 38 stores across all formats, growing total sales space by 6.3%. Expanding its store network contributed to 4% of sales growth in 2018 (4.3% of sales in Q4).

In 2018 Carrefour quickened the pace of the expansion of its Atacadão banner. At the start of the year the business announced plans to extend the number of openings from 10-12 per year to 20 in 2018. The business successfully achieved this target, with most stores opened in areas where there was formerly no Atacadão presence. Carrefour Brazil has said it will continue opening c. 20 stores per year in the medium-term.

In Q4 Carrefour Brazil opened six cash & carry stores, two wholesale, four Market and two Express convenience stores.

…whilst continuing to strengthen its multichannel portfolio

The Market proximity banner was launched in December 2017. The business now has nine stores under the banner and Carrefour said they are performing above expectations.

Carrefour Brazil has invested in refining the assortment of products in its Express format, including adding more fresh lines. It has also been implementing more services such as ATM’s and bill-payment facilities. These factors have helped to contribute to double-digit LFL growth in Q4. In recent months Carrefour has also been piloting the use of Scan and Go pay technology in some of its city-centre based Express stores.

The business has introduced click and collect into all its hypermarkets. It plans to further extend click and collect by adding pick-up points in third party locations and in its Market and Express formats.

Rapid expansion to continue in 2019…

Carrefour has said it will invest BR$2bn (US$529m) in its Brazil operations in 2019. The business expects to open at least 20 Atacadão stores and 30 convenience stores (under its Carrefour Market and Carrefour Express banners). Atacadão president Roberto Müssnich believes this number could be even greater dependent on the number of opportunities. Carrefour is also assessing the potential of opening smaller sized stores in large cities around the country.

Ecommerce remains fastest growing channel

Ecommerce was Carrefour’s fastest growing channel in Q4. Gross Merchandise Volume grew five times quicker than the industry. For FY 2018, GMV reached BR$1.4bn (US$371m) (+110% YOY), which accounted for 9% of Carrefour Brazil’s gross sales for the year (excl. petrol).

Carrefour eBusiness Brazil (CeBB) launched to accelerate digital transformation

On 1 February 2019 Carrefour Brazil launched a new business platform, Carrefour eBusiness Brazil (CeBB). This centralises many of Carrefour Brazil’s digital initiatives, which were previously managed across multiple departments.

The launch of CeBB will help to accelerate the business’ digital transformation. There will be a stronger focus on its ecommerce food offering, which supports Carrefours aim of the being the Brazilian market leader in this area.

Casino-owned, Brazil-based GPA has announced strong Q4 and full year performance. GPA said it continues to grow market share through expanding and enhancing its multi-channel store portfolio to better meet consumer demand.

“Our multi-channel, multi-format and multi-region portfolio, combined with the optimization of our store portfolio through conversions, renovations and new concepts, has ensured a better offering of products and services for our customers, further strengthening their choice.”  

Peter Estermann, Chief Executive Officer

Gross sales increase 10.7% year-on-year (YOY)

GPA reported gross sales of BR$53.6bn (US$14.3bn) for 2018. This is a solid sales growth of 10.7% YOY. Gross sales for Q4 were BR$15.2bn (US$4bn), up 12.1% versus Q4 2017, underlining how the retailer’s performance in the final quarter was above that for the year.

Sales at Assaí grow 24% year-on-year…

Assaí’s gross sales were BR$24.9bn (US$6.6bn) for 2018. This represents a 24.2% growth year-on-year and a 6.3% increase in same-store sales (excluding conversions).

Q4 sales for Assaí were BR$7.3bn (US$1.9bn), up 23.6% versus Q4 2017. This was partially driven by the opening 10 new stores and a 9.9% growth in same-store sales. GPA said Assaí’s performance had consistently improved in recent quarters, growing sales volume, footfall and market share.

GPA commented that Assai’s performance was above expectations and the stores had shown the best sales results per square meter over the last five years.

…as the banner continues to rapidly expand

In 2018 GPA maintained a high level of investment into its store portfolio, investing over BR$1.7bn (US$452m) (c. 29% more than 2017).

GPA said that the rapid expansion of Assaí in recent years has supported its strong sales growth. Over the last five years the business has opened 71 Assaí stores (52 new and 19 conversions), which has seen Assaí’s share of GPA’s total food sales increase from 20% to 46%.

18 Assaí stores were opened in 2018 and GPA expects to open a further 15-20 in 2019.

Multivarejo stores deliver best performance in recent years…

Q4 sales for GPA’s Multivarejo stores were BR$7.9bn (US$2.1bn) (BR$28.7bn (US$7.6bn) full year). Same-store sales growth was up 4.5% versus Q4 2017. GPA said strong market share gains were driven by the improved sales performance for its Pão de Açúcar and Extra Hiper Banners.

In 2018 GPA made various adjustments to its store portfolio to make stores more relevant to customers:

  • 15 Pão de Açúcar stores were converted into its new G7 concept, which feature a new layout to ehance the shopping experience. The business now has 20 stores in this concept
  • 23 Extra Super stores were remodelled into the Mercado Extra concept and a further 13 were converted into the Compre Bem banner

Digital Transformation well received by customers…

In Q4 GPA’s ecommerce food sales increased by 63.5%. Penetration was increased by better personalisation of the ‘My Discount’ app and ‘My Rewards’ initiative and downloads doubled to over 7.5m.

Plans to almost double private label penetration by 2020…

Private label penetration increased to 11.5%, driven by the introduction of c. 500 new and innovative products. GPA aim to increase this to 20% penetration by 2020.


We take an in-depth look at the discount channel in Latin America. We focus on key markets, like Brazil, Colombia and Mexico, and the retailers driving growth in the channel, including ara and Bodega Aurrera. We consider the trends supporting the channel's expansion across the region, including private label growth and the targeting of core shoppers, and the implications of the channel's growth on suppliers.
We look at five themes, including the growth of discounters and the continued strength of the atacajero format, that are set to shape the region's grocery markets in 2019 and beyond. With case studies from Brazil, Colombia and Mexico, amongst others, and retailers like Carrefour, GPA and Walmart, the presentation highlights the challenges and opportunities the region is expected to provide manufacturers in the short term.
With internet penetration and smartphone ownership growing in Latin America we explore the growth of online grocery.
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Key presentation

This in-depth guide to Brazil explores the key trends in grocery retail and the growth strategies of the leading retailers in the country.

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We've developed a single, universal methodology for calculating food and consumer goods retail data, supported by our programme of primary and secondary research. This makes Retail Analysis the most reliable and robust source available for data of this type. 

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